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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Process Finished" from Plumsail Documents.

Add your action

An action happens after the trigger—such as "Create Activity" in Moskit.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Moskit, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process Name
  Required
Trigger
Instant
Try It
- PDF file
  Required
- Password
Action
Write
- CSV file
  Required
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC file
  Required
Action
Write
- Archive file
  Required
- Password
- Include Folders
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
- Template engine
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Password
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- PDF file
  Required
- Password
Action
Write
- HTML file
  Required
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- Images
  Required
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Apply header and footer
- Add page break
Action
Write
- Content of CSV document
  Required
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Overlay file
  Required
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT file
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- PDF file
  Required
- Split type
  Required
- Filename Prefix
- Password
Action
Write
- XLSX file
  Required
Action
Write
Activity Completion Attemp
Triggers when activity is try.
Trigger
Instant
Try It
Activity Completed
Triggers when a new activity is done.
Trigger
Instant
Try It
Activity Updated
Triggers when a new activity is updated.
Trigger
Instant
Try It
Company Responsible Changed
Triggers when company responsible is changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is lost.
Trigger
Instant
Try It
Deal Responsible Changed
Triggers when a deal responsible is changed.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
Project Archived
Triggers when a project is archived.
Trigger
Instant
Try It
Project Responsible Changed
Triggers when the responsible project is changed.
Trigger
Instant
Try It
Project Unarchived
Triggers when a project is unarchived.
Trigger
Instant
Try It
Create Activity
Create new Activity.
Action
Write
Change Activity Responsible
Change responsible of activity.
Action
Write
Create Company
Creates a new company.
Action
Write
Change Company Responsible
Change responsible of Company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Change Contact Responsible
Change the responsible of Contact.
Action
Write
Create Deal
Create a new Deal.
Action
Write
Add Deal Note
Create note in deal.
Action
Write
Change Deal Stage
Change stage of the Deal.
Action
Write
Won Deal
Won Deal.
Action
Write
Add Product to Deal
Links a new product to a deal.
Action
Write
Archive Project
Archive a Project.
Action
Write
Add Project Note
Add note in Project.
Action
Write
Change Project Step
Change step of project.
Action
Write
Update Project
Update a project.
Action
Write
- Email
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search or write
- Email
- Name
- ID
Action
Search or write
- ID
- Name
- Sku
Action
Search or write

- File to convert
  Required
Action
Write
- File name
  Required
- Password
- Files
  Required
Action
Write
- DOCX file
  Required
Action
Write
- Email file
  Required
- Merge Attachments
Action
Write
- PDF file
  Required
- JSON data
  Required
- Lock form fields
- Password
Action
Write
- Data
  Required
- Template file
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Locale
- Timezone
Action
Write
- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- PDF file
  Required
- Rich Text (HTML)
  Required
- Overlay layer
- Watermark position
- Opacity
- Angle
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
Action
Write
- PDF file
  Required
- Image content
  Required
- Watermark position
- Opacity
- Watermark image width
- A new height for the image that will be using for watermark
- Auto scale
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
- Password
- PDF owner password
Action
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Preserve Bookmarks
Action
Write
- PDF file
  Required
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX file
  Required
Action
Write
- File
  Required
- Enable printing
  Required
- Enable modification
  Required
- Enable extract data
  Required
- Enable annotate
  Required
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
- Replacement string
Action
Write
- Process Name
  Required
Action
Write
- PDF file
  Required
- Text content
  Required
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
Action
Write
- XLS file
  Required
Action
Write
New Activity Created
Triggers when a new activity is created.
Trigger
Instant
Try It
Activity Responsible Changed
Triggers when activity responsible is changed.
Trigger
Instant
Try It
New Company Created
Triggers when a new company is created.
Trigger
Instant
Try It
Company Updated
Triggers when a new company is updated.
Trigger
Instant
Try It
Contact Responsible Changed
Triggers when contact responsible is changed.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
Deal Reopened
Triggers when a deal status is open.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal stage is changed.
Trigger
Instant
Try It
Deal Won
Triggers when a deal is won.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
Project Step Changed
Triggers when the step project is changed.
Trigger
Instant
Try It
Project Updated
Triggers when a project is updated.
Trigger
Instant
Try It
Complete Activity
Done activity.
Action
Write
Update Activity
Update a activity.
Action
Write
Add Company Note
Add note in Company.
Action
Write
Update Company
Update a company.
Action
Write
Add Contact Note
Add note in Contact.
Action
Write
Update Contact
Action to update a contact.
Action
Write
Lose Deal
Lost Deal.
Action
Write
Change Deal Responsible
Change responsible of deal.
Action
Write
Update Deal
Update a deal.
Action
Write
Create Product
Create a new Product.
Action
Write
Update Product
Update a product.
Action
Write
Create Project
Create a new Project.
Action
Write
Change Project Responsible
Change responsible of Project.
Action
Write
Unarchive Project
Unarchive a Project.
Action
Write
- Name
- ID
Action
Search
- Email
- Name
- ID
Action
Search
- ID
- Name
- Sku
Action
Search
- Name
- Email
- ID
Action
Search
- Email
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write

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Connect Plumsail Documents and Moskit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Plumsail Documents on the Zapier blog

Make work flow with AI

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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

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Related categories

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About Moskit

Moskit CRM works hard for our customers to achieve new goals and have impactful results with contact management, deals and opportunities. O Moskit CRM trabalha duro para que os clientes conquistem novos objetivos e tenham um resultado de impacto com a gestão de contatos, empresas e oportunidades.